De Microsoft Dynamics 365 Unified Operations Core training is bedoeld voor een functioneel adviseur van Dynamics 365 for Finance and Operations. Zo iemand is verantwoordelijk voor het vertalen en vastleggen van vereisten, het configureren van de oplossing en applicaties, het uitvoeren van detectie en het inschakelen van experts en belanghebbenden. De Functioneel Consultant implementeert een oplossing met out-of-the-box mogelijkheden, applicatie- en service-integraties en codeloze uitbreidbaarheid.

Course OutlineModule 1: Get Started with Dynamics 365 for Finance and Operations

Learn how Microsoft Dynamics 365 for Finance and Operations supports businesses to manage their global financial systems, streamlined supply chains to empower people to make fast, informed decisions and operational business processes. As the first step in your career of working with Finance and Operations, you must familiarize yourself with its features and functionality, regardless of your desired role.

Lessons

• Industry focus
• Introduction to employee-, financial- and supply chain management
• Module summary

After completing this module, students will:

• Be familiar with how they support industry-specific areas
• Be familiar with the modules in Finance and Operations and the purpose of the features in those modules
• Understand the industries that it supports and what Finance and Operations is

Module 2: Get Started with Lifecycle Services

To install and maintain Microsoft Dynamics 365 for Finance and Operations in the Microsoft Azure cloud or on-premises, you need to use Microsoft Dynamics LCS (Lifecycle Services) to manage the process. Let’s get started by looking at the overall functionality and tools available within LCS. Microsoft Dynamics LCS is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales to implementation and finally to the production environment either on the cloud or on-premise. It provides checklists and tools that help you manage the project including methodologies that can help you manage your implementation process.

Lessons

• Create a business process model
• Learn how to use Regression Suite Automation Tool
• Module Summary
• Practice Labs
• Reuse existing assets, copy and share data
• Run the LCS Issue Search tool and analyze results
• Understand Task recorder functionality
• Understand the functionality and tools of Lifecycle Services

After completing this module, students will be able to:

• Create a business process model
• Reuse existing assets, copy, and share data
• Understand the functionality and tools of LSC (Lifecycle services) for Finance and Operations
• Understand Task recorder functionality

Module 3: Use Lifecycle Services to Design and Plan

With proper planning, your Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreements to purchase licenses for Finance and Operations, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high quality implementation.

Lessons

• Create FDD (Functional Design Documents)
• Introduction
• Module Summary
• Phases of a cloud implementation and on-premises implementation

After completing this module, students will be able to:

• Create FDDs (functional design documents)
• Design the future state business processes based on a proposed solution
• Determine when to build versus buy
• Define use case scenarios
• Participate in the creation of FRD (functional requirements documents) and on phase-based planning processes and solution design
• Prepare documentation for gathered requirements by using a methodology in LCS (Lifecycle Services)
• Understand the importance of creating and maintaining documented processes

Module 4: Overview of Reporting and Analytics

Business leaders make important decisions in their company with accurate insights of the underlying financial and operational data. With no visibility to that data, it would be impossible! By using analytics and reporting in Dynamics 365 for Finance and Operations, you can empower every business user, depending on their security rights to get the insights they need.

Lessons

• Configure PowerBI to your instance
• Learn about Financial reporting
• Module Summary
• Practice Labs
• Understand reports and inquiries

After completing this module, students will be able to:

• Configuring Finance and Operations for Microsoft Power Platform
• Different types of reports and inquiries in Finance and Operations
• Financial reporting

Module 5: Build and Test Mobile Apps

We live in a digital age. Now, it’s difficult to imagine a day without smart devices. You use mobile applications almost every day for your social engagements, online banking, and for booking hotels, air, and rental cars. It seems only natural that you can use Dynamics 365 for Finance and Operations on your smart device.

Lessons

• Build and use mobile apps
• Module Summary
• Overview of Unified Operations mobile app
• Practice Lab

After completing this module, students will be able to:

• Run the Dynamics 365 Apps to connect to Finance and Operations
• Download the app
• Create a mobile app and publish it

Module 6: Create, Maintain and Use Workflows

Some organizations require that specific processes be approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Lessons

• Assign users to workflow touchpoints
• Create and setup workflows
• Module Summary
• Practice Lab
• Workflows for business processes
• Use Work items

After completing this module, students will be able to:

• Apply automation using workflows
• Configure an approval process
• Define multiple versions of a workflow
• Define type of workflow
• Know workflows can allow for approvals for several journal types
• Modify an existing workflow without deleting the original
• Set up, configure, and add workflows and their tasks

Module 7: Set Up and Configure Legal Entities

A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing Dynamics 365 for Finance and Operations. This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.

Lessons

• Apply purposes and policies
• Configure calendars and date intervals
• Create a legal entity and generate number sequences
• Create a number sequence
• Create organization hierarchies
• Module summary
• Practice Labs

After completing this module, students will be able to:

• Configure calendars and date intervals
• Create a legal entity and generate number sequences
• Create organization hierarchies, apply purposes, and set up policies

Module 8: Manage Users and Security

If you understand the security architecture of Dynamics 365 for Finance and Operations, you can customize it to fit the requirements of your business. Using Finance and Operations, you can keep your sensitive data safe and ensure that users remain focused on their roles. Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe.This all means that your users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business.

Lessons

• Manage users and security
• Module summary
• Practice labs
• Run security reports
• Setup and apply segregation of duties
• Setup batch jobs and alerts
• Understand the security architecture

After completing this module, students will understand:

• Applied segregation of duties
• How to run security reports
• Managed security and users
• Security architecture of Finance and Operations

Module 9: Perform Personalization

By personalizing the user interface in Dynamics 365 for Finance and Operations, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.

Lessons

• Create and maintain record templates
• Create, export and import personalizations
• Describe and apply user options
• Module summary
• Practice labs

After completing this module, students will understand:

• How personalization helps you create and maintain record templates and save time
• How to use and apply user options, create personalization, and export personalization
• The difference between customization and personalization

Module 10: Implement Common Integration Features

This module provides information about how to implement Common integration features in Finance and Operations. Microsoft Office Excel has been integrated with Dynamics 365 for Finance and Operations by default. This allows you to pull the data right from Finance and Operations, manipulate the data in Excel, and save it back to Finance and Operations. You can also send emails directly via Finance and Operations or by using Microsoft Outlook. You can print documents from anywhere from your browser to your company’s network printer, so the printing experience could not be easier.

Lessons

• Configure email
• Create and maintain email templates
• Integrate data into Common Data Services for Apps
• Microsoft Office integration
• Module summary
• Practice Labs
• Setup network printing
• Use Power BI

After completing this module, students will be able to:

• Integrate data from multiple sources into Common Data Service
• Use Microsoft Office integration
• Use corporate network printers remotely

Module 11: Prepare Data for Migration and Migrate Data

When it’s time for data migration, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn how to prepare data for migration by using the data management framework to manage data entities and data entity packages in Dynamics 365 for Finance and Operations.

Lessons

• Introduction
• Module summary
• Perform a test migration and validate output
• Understand BYOD feature

After completing this module, students will be able to:

• Choose a data integration (import/export) strategy
• Create and review test plans for data migration
• Generate field mapping between source and target data structures
• Identify and import static data that is common between industries
• Identify and extract source data
• Identify common migration scenarios and tools in Finance and Operations
• Identify relevant data entities, (legacy) systems and elements
• Perform a test migration and validate output
• Support the transition between the existing and migrated systems
• Understand the Bring Your Own Database (BYOD) feature

Module 12: Use Data Management

You can export or import data in Dynamics 365 for Finance and Operations by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations database. In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. Finally, you’ll learn how to use the asynchronous recurring integration features of the Data management platform.

Lessons

• Data management workspace
• Import, export and copy data into a legal entity
• Introduction
• Module summary
• Practice Labs
• Templates in data management
• Understand data management and integration

After completing this module, students will be able to:

• Export data from a legal entity
• Identify the correct pattern for a given scenario
• Import data into a legal entity
• Work with the Data management workspace

Module 13: Perform User Acceptance Testing

After all the customer requirements have been addressed by either configuration, customization, and integration with possible third-party, you need to know how to perform UAT (user acceptance testing) in Microsoft Dynamics 365 for Finance and Operations to validate the solution. This is a crucial step as part of the go-live preparation. In order to test and evaluate the customer solution prior to the go-live, you need to have an environment of Dynamics 365 for Finance and Operations, that has all the configurations, possible customization via extensions. It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.

Lessons

• Create and perform test cases for User Acceptance
• Introduction
• Module summary
• Practice Lab

After completing this module, students will understand:

• Best practices for recording test cases
• How to create a Scenario Acceptance Testing BPM library
• How to execute your tests
• How to synchronize and configure your test plan in Azure DevOps
• How to understand the correlation between test cases and business requirements
• Task recorder

Module 14: Prepare to Go Live

All your hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. Learn how to prepare to go live with a Finance and Operations project by using Microsoft Dynamics LCS (Lifecycle Services).

Lessons

• Get ready to go live
• Introduction
• Module summary

After completing this module, students will be able to:

• Complete the LCS (Lifecycle Services) methodology
• Perform User acceptance testing (UAT) for your solution
• Prepare for go live
• Request the production environment
• Understand the FastTrack Go-live assessment

Module 15: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

• Course summary
• Final assessment
• Post-course survey